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Hurley Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Hurley Capital’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.32M Sell
112,678
-701
-0.6% -$20K 1.72% 13
2026
Q1 		$2.91M Sell
113,379
-1,770
-2% -$47.5K 1.56% 15
2025
Q4 		$3.1M Sell
115,149
-2,200
-2% -$58.8K 1.73% 13
2025
Q3 		$3.09M Buy
117,349
+2,101
+2% +$53.4K 1.74% 13
2025
Q2 		$2.82M Sell
115,248
-1,782
-2% -$40.3K 1.97% 13
2025
Q1 		$2.58M Sell
117,030
-5,178
-4% -$121K 1.96% 12
2024
Q4 		$2.87M Buy
+122,208
New +$2.85M 2.3% 13

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Hurley Capital's SCHX Position: Q2 2026 in Review

Hurley Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.62% in Q2 2026, selling an estimated $20K and leaving 112,678 shares worth $3.32M. The position accounts for 1.72% of the portfolio, ranked #13.

Hurley Capital first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Hurley Capital held 112,678 shares of Schwab US Large- Cap ETF worth $3.32M as of Q2 2026.
  • Hurley Capital sold 701 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $20K.
  • Schwab US Large- Cap ETF made up 1.72% of Hurley Capital's portfolio in Q2 2026, its #13 holding.
  • Hurley Capital first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Hurley Capital's 13F filing for Q2 2026, filed 10 Aug 2026.